Policyholder Services Associate I

Americo Financial Life and Annuity; Kansas City (MO); On-site; USD 42,000 - 62,000; Full time

Job summary

Americo Financial Life and Annuity is seeking a Policyholder Services Associate to join our team. This role supports the Policyholder Services department by maintaining files, processing change requests, and providing status updates for in-force policies in line with state and federal guidelines.

Key responsibilities include processing in-force policy requests, preparing written correspondence to policy owners and agents, creating disbursements, researching issues, and meeting service level

Qualifications

• Independent problem-solving abilities.

Responsibilities

• Process in-force policy requests

Skills

Independent problem-solving

Process financial requests

Multi-tasking

Detail-oriented

Prioritization

Job description

We are currently looking for a Policyholder Services Associate to join our team!Our Policyholder Services department maintains files, processes change requests, and provides status updates for all in-force policies within Americo's administrative systems, in accordance with State and Federal guidelines.

Key Responsibilities

• Process in-force policy requests
• Prepare accurate written correspondence to policy owners and agents
• Create disbursements and financial transactions in accordance with policy processing guidelines
• Research problem situations to correct user or system errors in support of clients and other business units
• Work on special projects as assigned
• Meet all service level agreements on processing requests

Knowledge, Skills, and Abilities

• Independent problem-solving abilities
• Ability to complete less complex financial and non-financial requests
• Ability to multi-task while accomplishing work-related items
• Detail-oriented with a strong attention to deadlines
• Ability to prioritize work to ensure timely completion of all tasks